Return to Table of Contents 1

Created by Ashley Trane, MD

Cerner EMR Set Up and Tips Table of Contents

1. Set Up Team Lists 2. Documentation

a. Create a list of your favorite document types b. Create and find others provider’s auto text c. Saving photos into your documents

3. Results View 4. Orders

a. Saving your favorite orders b. Finding other provider’s favorite order sets c. Power Plans

5. Insulin Management a. View CBG and insulin amounts b. Glucommander

6. Changing the Setup of Your MAR 7. Ad Hocs 8. Multidisplinary Rounding 9. Medication Reconciliation 10. MUSE 11. Discharge to Home 12. Discharge to Facility 13. Cache 14. FirstNet Tracking 15. Link to Cerner Access From Home: https://citrixweb.health.unm.edu/vpn/index.html

Return to Table of Contents 2

Created by Ashley Trane, MD

1. Set Up Team Lists

- Select “Medical Services” for any of your primary teams (such as medicine blue/cardiology).

- Select “Care Teams” for any of your consult services (such as ER triage/neurology consults).

- Also click on “Encounter Types” then click “Inpatient” and “Short Stay”. This will remove the pre-admit patients.

- To create a personal list, select “Relationships”. Then you can create any list that you want (such as a list of patients you want to follow up after discharge.)

Click here to

organize your lists

Select “Patient List”

Click here to create

your lists

Return to Table of Contents 3

Created by Ashley Trane, MD

2. Documentation a. Create a list of your favorite document types

Click on “Clinical

Notes”

Click on “Options”

Click on

“Documents”

Search for your

commonly used

documents and add

them to the right-

hand column. You can

also add a default

document type.

Return to Table of Contents 4

Created by Ashley Trane, MD

b. Create and find others provider’s auto text

When creating your

document, you can

favorite your most

used templates by

selecting the star

next to the title.

“_” allows you to tab

through the template and fill

in the blanks

Your abbreviation is what

you will type to pull up your

template; it is case sensitive

Click here to create

drop down list

Click here to pull in

specific patient data,

such as CBC results

Return to Table of Contents 5

Created by Ashley Trane, MD

c. Saving photos into your documents i. You can use the “Snipping Tool” to take a screen shot. You can also copy

a scanned in image. ii. Open Dragon’s Dictation Box and paste in image.

iii. Within your Cerner document, click “transfer text” on dragon to paste your image.

3. Results View a. Under “Results View”, click on “Multi-D Summary”. Here you can find nutrition,

speech, PT, OT, wound care, and social work notes.

1 - Click “Autotext Copy Utility” to

open other provider’s autotext 2 - Type provider’s name

to view their autotext

3 – Click on

the autotext

you want to

copy

4 - Click “Copy” to add it

to your autotext library

Return to Table of Contents 6

Created by Ashley Trane, MD

4. Orders a. Saving your favorite orders

b. Finding other provider’s favorite order sets

Whenever you write an order,

before signing it you can right-

click on it and “save to favorites”.

Then once in your orders, click

here to organize your favorites.

Of note, you can right-click on

any folder and set it as your

default home folder.

1 - Under “Provider View”,

go to the “New Order Entry”

tab.

2 - Type in the provider’s

name of who you want to

search his/her orders.

3 - Click the star next to the

order to save it to your

favorites.

Return to Table of Contents 7

Created by Ashley Trane, MD

c. Power Plans i. There are a lot of power plans to simplify your orders

ii. Example order sets that are commonly used 1. Adult Medicine Admit Orders 2. Adult MICU Admit 3. Adult Acute Heart Failure 4. Adult Acute Coronary Syndrome 5. Adult Cardiac Monitoring 6. Adult Delirium Prevention Protocol 7. Adult GI Bleed 8. Adult Hepatorenal Syndrome 9. Adult Hyperkalemia Treatment 10. Adult Nicotine Replacement Therapy 11. Adult Neutropenic Fever 12. Adult Sepsis or SIRS 13. Adult Thoracentesis Lab Set/Adult Paracentesis Lab Set 14. Adult ICU Analgesia, Sedation & Anxiety 15. Adult Diabetic Ketoacidosis DKA 16. All Glucommander power plans

iii. Of note, a lot of power plans have plans built within them. You need to “initiate” them before signing them. For example, a common plan is to initiate is the “SIRS without new sepsis” order. To do so, follow the below steps:

Select the appropriate

SIRS/Sepsis order set

Return to Table of Contents 8

Created by Ashley Trane, MD

After you select the above power plan, it will open up the subsequent power plan. Click on any

orders you want and when done, click on “return to [parent power plan]”.

In some power plans, when you

initiate the plan, it will open one last

order set. Click on the appropriate

order. Then click on the green check

mark. After this, you can click

“Orders for Signature” to finalize the

power plan.

Click “Initiate Now”

Return to Table of Contents 9

Created by Ashley Trane, MD

5. Insulin Management a. View CBG and insulin amounts.

i. Click on “Custom Pt Views” to view the patient’s CBG and the insulin he/she has received

b. Glucommander

i. Click on the “Glucommander” tab to see what insulin glucommander is recommending that patient receives. If you want to change glucommander, do not adjust it within this section. You will need to order a glucommander modifier power plan.

Return to Table of Contents 10

Created by Ashley Trane, MD

6. Changing the Setup of Your MAR

7. Ad Hocs

a. Click on “Ad Hoc” to place any outpatient consult. b. Click on “Ad Hoc” then “Provider Forms” to enter in the Death Packet

8. Multidisplinary Rounding

a. Click on “Multidisplinary Rounding” on the top tab b. You should edit the estimated discharge date in this tab to update your care

management team on the anticipated discharge date

2 – You can adjust what

days are viewed and

across what time

intervals.

1 – Click here to pull up

the MAR’s properties

Return to Table of Contents 11

Created by Ashley Trane, MD

9. Medication Reconciliation

10. MUSE a. To view EKGs, click on “UNMH Intranet” b. Click “Web Based Systems” then “Citrix Web Interface” c. Click “UNMH Citrix Applications” and log in d. Then click and log in to MUSE e. Enter in the patient’s MRN (needs nine digits; add “0” to the start of the MRN to

make a total of nine digits)

Click “Document Medication by Hx” to

document home medications. This field will

allow you to enter any medications including

supplements. You can also add compliance.

If home medications are documented,

and medication reconciliation for

admission and discharge are complete,

then a green check mark will appear.

Of note, we recommend when

ordering medications on discharge,

to add the indication under

“special instructions”. This will

print on the prescription label for

the patient to read.

Click “Reconciliation” to reconcile home medications on admission,

medications on transfer, and medications on discharge.

Return to Table of Contents 12

Created by Ashley Trane, MD

11. Discharge to Home a. Do discharge medication reconciliation as above b. Write discharge summary c. Write discharge instructions to patient

i. Click “Depart” in title bar

Click the pencil next to “DC Instr./Follow up”

Search here for any discharge education leaflets

to send home with the patient. You can right-

click on any from and save it to your favorites.

Fill out any information for the

patient to take home. Of note, it

is helpful to write a section in

here for the PCP of things to

follow up on in case they do not

receive the discharge summary.

Each patient either needs “Hospital Medicine

Discharge Adult”, “Adult Hospitalization Summary”,

or “Discharge Adult Hospital Medicine SPANISH”.

Some of my

favorites include:

“Substance Use

Referral Resources”,

“Form-Blood

Pressure Record

Sheet”, and “Form –

Daily Weight

Record”

Return to Table of Contents 13

Created by Ashley Trane, MD

12. Discharge to Facility a. Do discharge medication reconciliation as above

i. If discharging to a facility, make sure antibiotic/infusion end of treatment dates are listed

b. Write a “Transfer to Other Facility – Medicine” discharge summary as both the discharge summary and depart paperwork

13. Cache

14. FirstNet Tracking a. Click on “FirstNet Tracking” to see the Emergency Room list

Click on the down arrow next to any column. Then click on “SHOW/HIDE Columns”. I recommend

hiding most columns as this will allow your cache to upload faster.

Click “View” to change your cache

view. We use Internal Medicine for

most rotation; use Critical Care

Medicine for the ICU; and use

Quality/Safety for all rotations.